[curiousllama]

This... can't be a signal of strength. There's a fine line between being agile and being erratic.

AI investment makes total sense as a proximal explanation. Minimize debt by trimming OpEx, then reinvest in compute. Seems smart.

And yet - this is what, the third layoff in 5 years? And weren't they doing aggressive performance cuts too? Are they workforce planning in 12 week sprints or something?

This reminds me of an overspending sports team: just toss together overpriced players/coaches, underperform, fire them all, do it again.

[Archonical]

> this is what, the third layoff in 5 years?

They have done more targeted layoffs as well like the FAIR layoffs in 2025 and the RL layoffs in January 2026, as well as the 5% performance cut in February 2025.